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US President Trump: (Regarding aid to Israel) They don't need it.
2026-11-03
US President Trump: (Regarding aid to Israel) They don't need it.
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2026-11-03
The National Development and Reform Commission said China’s emerging pillar industries generated nearly 6 tln yuan in output last year as R&D spending accelerates and new technologies and products scale up. In the first three quarters, integrated cir
The National Development and Reform Commission said China’s emerging pillar industries generated nearly 6 tln yuan in output last year as R&D spending accelerates and new technologies and products scale up. In the first three quarters, integrated circuit output reached 442.8 bln units, up 23.3% YoY, and outbound technology licensing for innovative drugs totaled about $130 bln, close to last year’s full-year level. The NDRC projects output could double to over 10 tln yuan by the end of the 15th Five-Year Plan, becoming a key support for higher-quality economic growth.
2026-11-03
CITIC Securities chief strategist Bao Chengchao said at a 2027 capital-markets strategy meeting that this year’s market correction was largely front-loaded and a turning point will emerge. He expects 2027 to see continued convergence between growth a
CITIC Securities chief strategist Bao Chengchao said at a 2027 capital-markets strategy meeting that this year’s market correction was largely front-loaded and a turning point will emerge. He expects 2027 to see continued convergence between growth and value, a reversion to value and broader market breadth; the AI structural theme remains but convergence in asset-price gains will persist. In a mid-to-high rotation environment, PB/ROE-based stable-return strategies should outperform cyclical/momentum plays and style may shift. On sector positioning he recommends prioritizing supply-side value cues and increasing exposure to low-valuation pockets in manufacturing, consumer and pharmaceutical sub-sectors.
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